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8/8/2019 Invalidity Search
http://slidepdf.com/reader/full/invalidity-search 1/4
for employers
CSS
PSS
PSSap
Meet our invalidityassessment unit
Current topics
FAQs
Coming up
AWFY update
ESO update
Contact details
FeatureMeet our invalidity assessment unit
The APS defined benefits schemes invalidity assessment unit is a
small unit within our administrator, ComSuper. The team consistsof a manager and seven case managers and more than 40 yearscombined experience. The team is responsible for administeringthe invalidity sections of the CSS and PSS super legislation.
The team conducts investigations to see if a member is eligible for an invalidity retirement
as well as processing pre-assessment payments and partial invalidity pensions. They also
look at the health status of new members, the entitlement to Additional Death and
Invalidity Cover and the level of benefits payable to retiring and deceased members.
We aim to provide you with invalidity information and forms which are clear and simple
and the invalidity assessment unit is designing training sessions about invalidity matters.
The team relies on the good work of agency personnel to make processes run smoothly
and invests time into building good working relationships with agency case managers and
payroll personnel.
Your feedback about our work at invalidity will help us
We value your opinions and will use your information to develop faster and more
effective responses to your needs. Please email your suggestions and comments about
our performance and services to [email protected]
Issue 178August 2008
Your Government Super at Work
8/8/2019 Invalidity Search
http://slidepdf.com/reader/full/invalidity-search 2/4
Issue 178 August 2008—p2
The Australian Tax Office (ATO) has introduced new tax
arrangements for terminally ill members. The arrangements
will allow the ATO to vary the rate of withholding tax for
some terminally ill members who receive a lump sum.
PSSap, PSS and CSS
PSSap, PSS and CSS members who are leaving their
employment because they are terminally ill may be eligible
for this tax concession. In order to be considered for the
concession, members should include medical documents
which show they meet the ATO definition of being terminally
ill when forwarding their application for superannuation
benefits. The ATO definition is:
‘A payee will be taken to be terminally ill if it is certified by twomedical practitioners (at least one of these a specialist) that
they are suffering from an illness which in the normal course
would result in death within a period of 12 months.’
We will determine whether the member meets the ATO
definition, and if so, will ensure that there is no tax deducted
from any lump sum entitlement.
PSS only
This ATO arrangement does not alter the PSS provisions
for members who have a terminal medical condition to be
eligible to choose the terminal lump sum option on the issue
of an invalidity retirement certificate. The PSS definition of a
terminal medical condition is:
‘A condition(s) suffered by an affected person that has been
certified by two or more medical practitioners, at least one
of whom is not treating the affected person, who have
experience in the condition(s), as being of either a terminal
nature or of such severity that within two years of the date
of their certificate the affected person would need assistance
with personal or nursing care on a daily basis.’
The difference between the ATO and PSS definitions of being
terminally ill means that terminally ill PSS members may
be entitled to choose the option of a terminal lump sum
payment, but may not be eligible for the ATO terminally ill tax
free lump sum.
For more information email [email protected];
[email protected] or [email protected]
Or phone 1300 725 171(PSSap), 1300 000 377 (PSS) or
1300 000 277 (CSS).
Current topics
Here are some tips for case managers preparing applications
for invalidity retirement. We will process your submissions
faster if you present your cases in the following way:
Include a departmental letter outlining the circumstances>
of the case.
Present the completed Application for issue of invalidity>
retirement certificate (SPC) form as the first document
in the submission. This form, and others required for an
invalidity application (for example, Medical examination
report for invalidity retirement form {SM2}), can be found
under Forms at www.css.gov.au or www.pss.gov.au
Present the evidence in chronological order from earliest to>
latest, not file order, and not grouped in divisions such as
specialists’ reports, rehab report etc.
Present all documents printed in legible black print>
on white background, single-sided, loose-leafed, held
together by a bulldog clip – not stapled or bound in anyother way.
Do not organise the evidence by numbers and do not use>
tabs unless you are drawing the case manager’s attention
to a particular document referred to in your covering letter.
Send the documents to APS DBS Invalidity Assessment>
Unit, or to the case manager by name. This will make sure
that the submission is delivered directly to the correct area.
The documents needed for an invalidity retirement are listed
in the Invalidity notes, on the CSS and PSS websites under
Employers/Learning centre. This area also has help sheets to
give to doctors who are providing reports, questions to ask
assessing medical practitioners and guidance for correctly
completing all required forms. You will also find the contact
details for our four new medical practitioners to consult for
retirement assessment.
New tax arrangements for terminally ill members
Invalidity case presentation for PSS and CSS
8/8/2019 Invalidity Search
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Issue 178 August 2008 —p3
Having problems calculating PAP and PSS PIP payments or
reimbursements?
There are calculators available at www.css.gov.au and
www.pss.gov.au at Employers/Toolkit/Calculators .
We encourage you to use these calculators when seeking
reimbursement of PAPs and PSS PIPs. Please send us a copy of
your calculation and make sure you provide a covering letter
with your contact details.
For more information call 1300 000 377 for PSS and
1300 000 277 for CSS and ask to speak to the APS
DBS Invalidity Assessment Unit. Alternatively email
Current topics—cont’
The PSSap annual statements are scheduled for distribution
from late September with the PSS and CSS statements
scheduled for distribution in late October and November.
If we don’t have a home address to send member statements for
PSSap members, we will send the statement to their work address.
Unlike PSS and CSS statements, these statements will not be
bundled together with distribution instructions. To ensure
confidentiality, please ensure that any ARIA correspondencearriving at your mail room is not opened and is passed onto
the addressee immediately.
You can update member addresses via the Payroll Interface
File and through the Employer Services online grid for manual
reporters. Members can update their addresses by using Your
account (PSSap members) or Member Services Online
(PSS and CSS members) or by calling PSSap 1300 725 171, PSS
1300 000 377 or CSS 1300 000 227.
Frequently Asked Questions
Q: Is there a new reporting
requirement to report Ordinary
Time Earnings (OTE) for PSS and
CSS members?
A: Yes, from 1 July 2008 employers are
required to provide OTE amounts for
all CSS and PSS members.
Q: Does this mean we no longer
have a requirement to perform
birthday reviews for thesemembers on their anniversaries?
A: No, the legislation for both schemes
has not changed. You are still
required to apply scheme rules to
birthday reviews.
Q: Do we have to produce a quarterly
shortfall report for our PSS and
CSS members?
A: No, we are collecting OTE amounts
for the calculation of potential
shortfalls for PSS and CSS members.
We will determine payment
shortfalls when a member claims a
super entitlement.
Q: Is the quarterly shortfall still
required for PSSap members?
A: Yes - this reporting requirement has
not changed.
Q: I have heard that from 1 July 2008
everybody is on OTE for super
purposes. Does this mean that
PSSap members no longer have to
be reported on
fortnightly contribution salary
(FCS)?
A: No, if your agency has not specified
in a certified agreement or individual
agreement that a PSSap member’s
salary for super is based on OTE
then the employer is required to pay
contributions based on
the FCS rules.
Pre-assessment payment (PAP) and PSS Partial invalidity pension(PIP) calculators
Reminder – Annual Member Statement process
Coming up
8/8/2019 Invalidity Search
http://slidepdf.com/reader/full/invalidity-search 4/4Issue 178 August 2008
Employer Help Desk
Email [email protected]
Phone 02 6272 9993
Fax 02 6272 9816
Web www.aria.gov.au
(select Employer Centre)
At Work for You
Email [email protected]
Phone 02 6263 6999
Contact details
ESO Update
The following ESO message has been switched
from a warning to an error.
0608 This member is inactive. Please makesure you are using the correct number.
This message is generated when contributions
are paid to an inactive membership which
may be preserved, paid out or voided (where
incorrectly commenced). To resolve this error
you may need to issue a new membership
number to your employee. If in doubt, you
should contact a Technical Support Officer via
the Employer Help Desk’
AWFY update
To help your employees understand their
scheme we can visit your workplace to
conduct a member workshop.
We have limited time available for
in-house workshops for the rest of the
year – call us on 02 6263 6999 or email
If you don’t have training facilities
at your workplace, you can tell your
employees about our upcoming public
workshops.
Registration is via the scheme website.
City Location Date and time Scheme
Brisbane Hilton 18 September at 9.30am CSS
Brisbane Hilton 18 September at 2.00pm PSS
Melbourne Mantra on Russell 15 October at 9.30am CSSMelbourne Mantra on Russell 15 October at 2.00pm PSS
Canberra Rydges Lakeside 22 October at 9.30am CSS
Hobart Hotel Grand Chancellor 28 October at 9.00am CSS
Hobart Hotel Grand Chancellor 28 October at 11.30am PSS
Launceston Hotel Grand Chancellor 30 October at 9.00am CSS
Launceston Hotel Grand Chancellor 30 October at 11.30am PSS
Adelaide Holiday Inn 12 November at 9.30am CSS
Adelaide Holiday Inn 12 November at 2.00pm PSS
Sydney Medina Executive 19 November at 9.30am CSS
Sydney Medina Executive 19 November at 2.00pm PSS
Perth Crowne Plaza 26 November at 9.30am CSS
Perth Crowne Plaza 26 November at 2.00pm PSS
At Work for You public workshop dates for September and October